1. Teller Cloud User Guide
  2. Branch Maintenance
  3. Maintain Branch Role Limits

7.7 Maintain Branch Role Limits

The Branch Role Limits screen is used to set the input and authorization limits for a specific role.

Four static roles are factory-shipped and mapped with the functional activity codes. The functional activity codes maintained for each service/menu item are mapped to the respective roles. The details of each static role are provided in the table below:

Table 7-8 Static Roles

Static Role Description

OBBRN_BASE

This role is mapped with all functional activity codes related to the service side. A user ID has to be mapped to OBBRN_BASE and one or more of the following roles based on the requirement:

  • OBBRN_CLOUD

  • OBBRN_TELLER

  • OBBRN_VAULT

OBBRN_CLOUD

This role is mapped with all menu-related functional activity codes, and the user can access all screens.

OBBRN_TELLER

This role is mapped with functional activity codes related to the menu that can be accessed by a Teller user. The user can access the screens except the following:

  • All screens under Branch Maintenance

  • Open Branch Batch

  • Close Branch Batch

  • Open Vault Batch

  • Close Vault Batch

  • Buy Cash from Currency Chest

  • Sell Cash to Currency Chest

  • Interbranch Transaction Request

  • Interbranch Transaction Input

  • Interbranch Transaction Liquidation

OBBRN_VAULT

This role is mapped with functional activity codes related to the menu that can be accessed by a Vault user. The user can access only the following screens:

  • Open Vault Batch

  • Close Vault Batch

  • Buy Cash from Currency Chest

  • Sell Cash to Currency Chest

  • Interbranch Transaction Request

  • Interbranch Transaction Input

  • Interbranch Transaction Liquidation

To maintain branch role limits:

  1. On the Home screen, from Teller mega menu, under Branch Maintenance, click Branch Role Limits or specify Branch Role Limits in the search icon bar and select the screen.
    The Branch Role Limits summary screen is displayed.

    Figure 7-13 Branch Role Limits (Summary)


    Description of Figure 7-13 follows
    Description of "Figure 7-13 Branch Role Limits (Summary)"

  2. Click Add icon.
    The Branch Role Limits Maintenance screen is displayed.

    Figure 7-14 Branch Role Limits Maintenance


    Description of Figure 7-14 follows
    Description of "Figure 7-14 Branch Role Limits Maintenance"

  3. On the Branch Role Limits Maintenance screen, specify the fields. For more information on fields, refer to the field description table.

    Table 7-9 Branch Role Limits Maintenance - Field Description

    Field Description

    Role ID

    Select the role ID for which the limit preferences are to be set.

    Role Description

    Displays the role description for the selected Role ID.

    Supervisor Role

    Select if the defined role is a designated supervisor of the branch who has the authorization rights.

    Limit Currency

    Select the currency code in which the limits are to be specified.

    Input Limit

    Specify the transaction input limit for a single transaction.

    Authorization Limit

    Specify the maximum amount that the role is allowed to process while authorizing a transaction.

    Action

    Click the necessary icon to edit, save, or delete a row.
  4. Click Save.
    The summary view is displayed with the configured branch role limits.

Parent topic: Branch Maintenance